Wealth Internal Sales Consultant – Intermediary Growth

State Street; Boston (MA); On-site; USD 52,000 - 85,000; Full time

Benefits offered by this job

401K match

Insurance coverage

Paid time off (PTO)

Employee Assistance Program

Incentive compensation

Job summary

State Street Investment Management seeks a Senior Associate, Internal Sales Consultant for the US Wealth team. You will drive business with intermediary clients within Broker Dealer and RIA channels, partnering with Regional Consultants to grow adoption of investment solutions.

Responsibilities include territory planning, coordinating cross‑functional selling, proactive outreach across multiple channels, and upholding risk standards while building internal/external partnerships.

Qualifications

• Bachelor’s degree required.
• 1–3 years of experience preferred in investment/wealth management or financial services.
• FINRA SIE, Series 7 and 63 licenses required or obtainable within 6 months.
• Superior oral and written communication skills with clients and stakeholders.
• Interest in capital markets and investment products.

Responsibilities

• Territory planning and execution to expand market share and distribute SSIM solutions.
• Lead team-based selling by leveraging SSIM investment expertise and resources.
• Deliver proactive client engagement through multiple channels: phone, email, video, virtual meetings.
• Foster risk-aware partnerships and support strategic initiatives.

Education

Bachelor’s degree

FINRA SIE, Series 7 and 63 licenses

Job description

State Street Investment Management seeks a Senior Associate, Internal Sales Consultant for the US Wealth team. You will drive business with intermediary clients within Broker Dealer and RIA channels, partnering with Regional Consultants to grow adoption of investment solutions.

Responsibilities include territory planning, coordinating cross‑functional selling, proactive outreach across multiple channels, and upholding risk standards while building internal/external partnerships.